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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,744 | $202,342-65.5% | $172,752-59.6% | $152,897-54.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 21.59% | 1029.83%-1008.2pp | 802.97%-781.4pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,795 | $5,858-69.4% | $5,144-65.1% | $4,764-62.3% |
| Participant deferral / active EE | $3,590 | $5,948-39.6% | $5,198-30.9% | $5,851-38.6% |
| Admin fee / account holder | $857 | $17,111-95.0% | $13,955-93.9% | $11,599-92.6% |